Matthews China Small Companies Fund

The key to this fund is to believe in the China Growth story. If you don’t believe in it then this fund is not for you! Standard asset allocation would assume you hold money in the UK, Japan, US and then Europe and Asia/Emerging Markets. However, China is excluded other than through an emerging market or Asia Fund. And yet this is one of the largest global economies. The challenge with having a China Fund is that there is a high probability that there will be a cross over in some holdings with other funds.

This fund takes a different approach and therefore there is unlikely to be that crossover. This fund is looking for that next Tencent in areas where people don’t look. There are many opportunities, but this is a concentrated portfolio of 40 to 50 names. The manager will only take risk where it is worth taking and avoids that which she cannot control. Tiffany’s background is important to the fund. Her father developed the first laptop computer and is behind Compal Electronics a Taiwanese electronics manufacturer. They moved to the US when she was six and her father set up his own angel fund to help entrepreneurs with a passion to change the world… more

Fund Facts Morningstar


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